Discussion Forums

We have low-cost products and don't use the formal RMA process, but we still need to handle returns efficiently.We need the belowAdd returned items back to inventory at specific locations Link to customer when known (sometimes customer is unknown) Keep it simple and lightweightLooking for a simple solution that gives us basic tracking

I’d like to do a GI to show quantity available of stock items that is filtered by a vendor ID who has a cross-reference number for that stock item. I’ve identified the data lives in these tables but am not having luck getting the results: I either get 30k plus rows where it shows the same stock items many times over or errors that indicate my joins are off. I’m not an SQL expert unfortunately and hoping this is something that can actually be accomplished with a GI instead of custom dev.  See below for my tables, joins, and filter.   

Our Modern UI Calendar Board displays all 24 hours despite selecting our working hours in Service Manage Preferences. Am I missing something? Only want our working hours displayed. 

Hello,Has anyone created an API link inside Acumatica to take credit card information on a sales order or invoice and pass that credit card back to process through shopify payments? Thanks!NS

Is there a document that explains what the sale order statues mean and how a sales order moves thru the different statuses?Thanks!

Hi! I am trying to manually adjust an inventory item to qty zero but keep receiving the following error:  I checked that there are no open transactions in the system that has this item. Any idea on why this error shows up?Thanks!

HI there, I may be in a unique position, but I would like some help. We had an order that went through that someone forgot to charge Tax on. So, to rectify this, we created a new order, and used a noninventory item with a value of Zero, then set the Taxable amount of that item to the missing tax amount on the previous invoice.  However, now when trying to create a payment, I run into the following error:“Error: An error occurred during processing of the field Order Nbr. value SI195384        AR Error: The order cannot be applied, the specified combination of the order type and order number cannot be found in the system.” I have tried manually making a payment from the Payments and Applications screen, however I run into the same error there, even if I make sure the Application Date matches the Document Date.  Has anybody else experianced this and been able to resolve it?

What is the best way to add a subcontractor to a service order?  Is there a way through a PO or how do you tie the bill to the service order? 

2025R1  I am doing something wrong.Business wants to hold orders for review that trigger specific logic.  I have the logic working, it pops a warning and sets a flag on the SOOrder header (to trigger workflow or approval map). Three options I have worked through:1. Put on Hold logic in the Customization through a “click hold” call if X = true.  Code never set the order on hold. 2. I created an Approval Map for Sales Orders based on a SOOrder header flag.  It ignored the flag and held every order for review.3. I found a suggestion on here for a Workflow customization, but it does not trigger a hold either.Logically, I think the Workflow is the best route, if I can get it to apply.

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Hello community. Very new to Acumatica. Kickoff for us is next week but wanted to get on to the Community as soon as I was given access.Was a long time Distribution user of Infor Sx Enterprise (formerly Trend for those familiar and old-as-dirt like me) and was very active in their intendent user community.I now work for US Generator a new Contracting company that is all about selling, installing and servicing Generators of all shapes and sizes…. residential, commercial, industrial.Glad to be part of the Acumatica community and excited to get started with our implementation.

When the file is added to a BOM, the file gets added to the production order when the production order is created for the item. Question:  Is the system creating a copy of the same file of is it using the same one.  The links that I’ve seen on both Engineering BOM and Production Order BOM seem to be pointing to the same file, but I would like to confirm with someone that knows more about Acumatica than me. 

Can i do something like ='Reference No(s):'+ ([ARInvoice.RefNbr]) it will display all the Reference number in the Payment? cause i need it in one line  

Hi! Can someone point me to where I can increase the length of a UDF name please? See below screenshot, some field names are too long and getting cut off. I know how to increase the length of the value for that field, but is there a way to increase the length of the name itself? Thank you!! 

Is there any settings in Acumatica that would show some sort of error that the same Name, Email Address, Mailing Address, or Telephone Number has been used and is already associated with another customer profile?

I have a vendor that requires a account number to show on the remittance advise. I can’t figure where i could enter it on the vendor profile to have it show. 

Is there an easier way to do inventory? Right now when we count one of our trucks we have to do a transfer from the truck warehouse back to our main warehouse when they have extra stock. Another transfer from there truck to writeoff when they have lost stock and another transfer to replenish what they are low on. Is there a way to correct inventory in one step?

I have installed training instance - SmartFix_T290 and following “Modern UI Development: Building of the Source Code” course.On step 3. Use Windows PowerShell or a similar program to run the following command in the FrontendSources folder.npm run getmodulesreceive error message  Starting 'i_controls outlook-plugin'...[11:37:54] 'i_controls outlook-plugin' errored after 5.49 ms[11:37:54] Error: spawn EINVAL    at ChildProcess.spawn (node:internal/child_process:421:11)    at spawn (node:child_process:753:9)Use local instance with http: request.Outlook-pugin can only be used on https. Any idea how to fix this problem?

Any one having a experience about BOM structure for Glove Manufacturing Industry?

The Professional Services Edition is integrated into the Acumatica ERP 2025 R2. A new Professional Services feature has been added under the Projects feature (for the Professional Services Edition license) on the Enable/Disable Features (CS100000) form.The Projects workspace name and icon depend on the enabled features. Please see more details here: Construction FAQ: Professional Services feature switch

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Introducing Acumatica Cloud ERP: 2025 R2Great news! Acumatica 2025 R2 is here, bringing a range of improvements built to simplify your daily tasks, boost productivity, and provide deeper insights. We've focused on three key areas: A modern user experience, AI-First solutions, and delivering even deeper functionality tailored to your specific industry. Brendan White - Acumatica Community Featured Member for September 2025Meet Brendan White our Acumatica Community Featured Member for September 2025. It’s great to have you as part of the Acumatica Community ​@bwhite49! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCa

Hello,Currently working on a formula for our stock items for our eCommerce site. We are wanting to update the title based on the picklist field called Visibility on the eCommerce tab. When it’s set to Invisible, the title should be updated to DELETE, else set the title as the Web Title attribute.IIf( [StockItem -> Custom.ItemSettings.Visibility] = 'I', 'DELETE', [StockItem -> Attributes.Web Title] )The issue we are running into is that regardless of how we set it, the formula is evaluating to TRUE and updating title to DELETE. Not sure if I’m missing something. Thanks!

Has anyone added address validation to a sales order import scenario?Out client overrides Ship To Address on a majority of their sales orders (by choice) but we would like to build in address validation as part of the import (if no address modification needed the order comes in and ship to address marked as validated, if address modification is needed then we want to fail the order import) Thank you,Greg

Has anyone successfully created a GI based off of other GI’s as the data source? I am able to add them as data sources no problem, but I am getting “Object reference not set to an instance of an object” error when trying to join the sources. I’ve checked to make sure the fields are existent in the database on the DACs I am joining. I am joining on inventory ID from both generic inquiries. Any advice or further documentation on best practices when joining two inquiries? 

The issue is that I have created Business event for triggering the condition to send email alert for salesperson whenever customer status changes from Active to Inactive and I have created separate generic inquiry where the result grid includes customer acctname, status,, salesperson email, salespersonCD and all Below screenshot is the DAC table and relations for the GI.Business event is getting triggered, but the email is not getting triggered and processed I want to send the email to employee of the company i.e., salesperson. Below are the screenshot for I am facing the issue